MiFID II Research Budgets: The Client Frontier

21 January 2017

Under MiFID II, asset managers need to begin the process of delivering MiFID II client research budgets in 2H 2017.
Given the importance of this exercise, and the rapidly shrinking timeframe, asset managers need to be devising research
budget policies and related client communication strategies now, as this has become a competitive issue that will soon
outweigh the regulatory considerations.